Business Applications & Systems Coordinator

FinStrat Management • Full-time • Annapolis, MD, US • 1d ago

The Role

FinStrat Management ("FSM") is looking for a proactive, highly organized recent graduate to manage core business applications and IT functions for a growing fractional CFO firm. You'll follow evolving best practices and contribute to workflow documentation as processes mature. This is a great opportunity to grow your career at the intersection of IT operations and business systems in a fast-paced professional services environment.

Responsibilities

Client Onboarding — Finance Platform Setup

Configure and manage client finance platforms during onboarding (e.g., QuickBooks Online, Bill.com, Ramp) and set up shared inboxes such as client-provided finance@ credentials in Front
Provision and manage team access to client systems, ensuring the right CFOs, controllers, and analysts have appropriate permissions
Create and maintain SOPs for client onboarding workflows, platform setup, and access provisioning as processes evolve

Internal Systems Support (Tier 1 / Tier 2)

Serve as Tier 1/Tier 2 support for internal users via Slack, email, and ticketing system
Troubleshoot hardware/software issues, connectivity problems, and access errors
Escalate complex issues to Operations / IT leadership as the default path

System Maintenance, Documentation & SOPs

Own and maintain the internal knowledge base, IT documentation, and operational SOPs, building and refining as workflows evolve
Implement and monitor security protocols (MFA, SSO, access reviews)

Job Requirements

What You Bring

Bachelor's degree in Information Technology, Business Information Systems, or a related field (recently completed or expected)
Proficiency with Gmail, Drive, Groups, admin console and Microsoft Office
Familiarity with permissions management and tools like Google Admin, Front, and Slack
Strong organizational and communication skills
A proactive, self-managing work ethic

Bonus Points